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“In 2024, Australians spent an average of 1.6 hours on hold with government agencies - amounting to 9.8 million hours lost.”
Housing
"In Australia and New Zealand, volume settings remain soft, and recent interest rate cuts have not yet translated to improved housing activity. This will take time to flow through." Peter Wilson, CEO, Reece Group Ltd
Technological Advancements
"As the pace of AI progress accelerates, developing superintelligence is coming into sight… I believe this will be the beginning of a new era for humanity." Mark Zuckerberg, CEO, Meta Inc.
“We have many growth opportunities across our company, with AI and robotics the two largest, representing a multitrillion-dollar growth opportunity…We’re working towards a day where there will be billions of robots, hundreds of millions of autonomous vehicles, and hundreds of thousands of robotic factories that can be powered by Nvidia technology.” Jensen Huang, CEO, Nvidia Inc
Global Consumer Spending
“Looking at Europe, sales are robust as expected....For China, we also maintain our cautious view as we continue to see sales lower…The U.S. market continues to see solid momentum.” Christina Schenck, CFO, Mercedes-Benz Group AG
“I wouldn't say we're seeing it getting worse, but I can't say that we're seeing it getting better. We see our consumers lower end, lower middle-end consumers continuing to be very selective with their dollars, consolidating trips.” Alexander Miller, CEO, Alimentation Couche-Tard Inc [one of the world's largest convenience store companies]
Motorcycles
“Also, there's been a lot of the OEMs [original equipment manufacturers] push a lot of inventory into the market, which has certainly added to the aggressive nature of the [industry] trading.” Matthew Wiesner, CEO, Motorcycle Holdings Ltd
Cryptocurrencies & Regulation
“But finally, clear regulations are coming into effect in the European Union. This means we now have the clarity to unleash many of the financial innovations that crypto makes possible. Meanwhile, the U.S. after years of attempting to obliterate the crypto industry is finally ready to catch up to the rest of the world. We, as an industry…have a chance to prove to the world what we believed all along that crypto is much more than a speculative asset. It has the potential to become the backbone of the global financial system.” Vladimir Tenev, CEO, Robinhood Markets Ltd
“We’re entering a golden age for digital assets…There has been a 180-degree shift in the US since the Trump administration came in last November in terms of crypto.” Jason Titman, CEO, Swyftx [Australian cryptocurrency exchange]
Sports Apparel & Retailers
“The truth is we're in a fight in every sport we're in and each sport has different competitors.” Elliott Hill, CEO, NIKE Inc.
“While packaged beverages continue to face headwinds…energy drinks help bolster the overall performance of the category.” Alexander Miller, CEO, Alimentation Couche-Tard Inc [one of the world's largest convenience store companies]
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Tariffs & Inflation
“The global trade environment is increasing the cost of agricultural ingredients we source from outside the United States, which is impacting our cost of sales…Our competitors are facing similar challenges.” Brendan Foley, CEO, McCormick & Co Inc. [world’s largest spices & seasoning company]
Food Industry
I believe the food industry is at an inflection point. To meet the health and dietary challenges the world is facing, a significant proportion of the food and drink we consume today will need to be reformulated to improve nutrition through removing sugar, fat and calories and adding essential nutrients such as fibre and protein. This will be required whether someone is young or old, thin or overweight.” Nick Hampton, CEO, Tate & Lyle Plc [major global supplier of sugar and ingredients to the food & beverage industry]
“As we look ahead to the outlook in financial year 26, we expect to build on the solid results achieved in FY 25 to continue to grow the business at both the top and the bottom line. There are several positive factors which support our confidence [including] consumer preferences towards jasmine and basmati varietals.” Paul Serra, CEO, Ricegrowers Ltd [trading name is SunRice]
Rail & Infrastructure Spending
“We're hearing [from our] customers. If they desire railcars, they just need a little bit of clarity around tariffs and trade policy to make that commitment because they don't already have expansions or other activities underway.” Lorie Tekorius, CEO, The Greenbrier Companies [one of the world’s largest freight railcar manufacturers]
Domestic Productivity
“Australia’s economy is at a turning point. After years of sluggish productivity, output per hour worked now sits 18% below the United States – a gap driven by underinvestment and slower adoption of digital technologies like AI” Market Statement, OpenAI
Governments
“In 2024, Australians spent an average of 1.6 hours on hold with government agencies - amounting to 9.8 million hours lost.” Market Statement, OpenAI
“Local governments and even state governments are reticent to release more greenfield development opportunities because they simply can’t afford to fund the services and infrastructure required to develop those sites.” Adrian Puljich, CEO, GemLife Ltd
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